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Mountain

Pipeline to profit Program feedback
March 25, 2025

Thank you for attending our newest program for advisors, Pipeline to Profit. Your feedback is incredibly valuable to us.

As you’ve experienced several live sessions and worked through the resources and exercises, we’d love to hear how it went. Your insights will help us understand what’s resonating, where we can improve, and how we can continue to deliver the most value to advisors like you.

Thank you for taking a few moments to share your thoughts!

Overall Course Experience

1. What were your overall impressions of the Pipeline to Profit program?*

2. What would you rate the program overall? (1 = No value provided, difficult to follow. 5 = Impressive value, easy to follow.)*

3. What aspects of the course stood out to you the most (Select all that apply.)*

Content Quality

Course Structure

Delivery Style

Support From Coaches

Tools & Resources

Other

4. In terms of time management and work/life balance, how did you feel you managed the weekly lessons and homework?*

Very well. No issues.

Well, with minor issues.

I'm falling behind but managing to complete everything.

Very poorly. I can't keep up at all.

Content & Structure

1. What was the most valuable part of the program for you?*

2. Did the program structure support your learning effectively? Why or why not*

3. Are there any topics you felt were missing or could be expanded upon?*

4. Which topics were the most helpful to your practice? (Select all that apply.)*

Building Your Profit Ready Mindset

Mastering the Sales Cycle

Crafting Magnetic Value Propositions

Connecting With Confidence

The Art of Asking Powerful Questions

Presenting Tailored Solutions

Sales Conversations

Tools & Resources

1. Did you find the provided tools & templates useful? Why or why not?*

2. How would you rate the practical application of the tools provided?*

Extremely useful.

Somewhat useful.

I've never/rarely use them.

Delivery & Interaction

1. Did the delivery style of the course meet your expectations?*

2. Did you enjoy the live discussions? Would you have preferred more pre-recorded content?*

3. How engaging did you find the live sessions?*

Very engaging.

Somewhat engaging.

Not engaging.

Impact on Your Practice

1. What measurable changes have you seen in your business since completing the program?*

2. How has the course impact your approach to sales?*

3. Which areas of your business improved during the program? (Select all that apply.)*

Client Acquisition

Sales Efficiency

Revenue Growth

Client Retention

Team Collaboration

Other

Suggestions for Improvement

1. What would you like to see improved or changed in the program? This could include new delivery formats, new topics or features.*

Future Interest

1. Would you recommend this program to other advisors?*

Yes

No

Maybe

2. Would you be interested in an ongoing productivity program with Lisa?*

Yes

No

Maybe

3. Would you be interested in a follow-up program on Client Generation?*

Yes

No

Maybe

4. What future programs or topics would you be interested in? (Select all that apply)*

Advanced Sales Strategies

Team Leadership & Management

Client Retention Management

Marketing & Branding for Advisors

First name

Last name

Email

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Thanks for submitting! We will be connecting with your very soon.;

Let's Create Business Momentum together.

E: confidence@thepersonalcoach.ca

T: 519-576-2262

Mailing Address

55 Northfield Drive East, Suite #312

Waterloo, ON N2K 3T6, Canada

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